Warren Street Wealth Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Warren Street Wealth Advisors, LLC

  • $234 Million
  • Q3 2024

A detailed history of Warren Street Wealth Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 71,898 shares of USFR stock, worth $3.63 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
71,898
Previous 30,754 133.78%
Holding current value
$3.63 Million
Previous $1.55 Million 133.35%
% of portfolio
1.54%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$50.2 - $50.48 $2.07 Million - $2.08 Million
41,144 Added 133.78%
71,898 $3.61 Million
Q2 2024

Jul 30, 2024
SELL
$50.28 - $50.52 $343,362 - $345,001
-6,829 Reduced 18.17%
30,754 $1.55 Million
Q1 2024

Apr 30, 2024
BUY
$50.23 - $50.46 $554,689 - $557,229
11,043 Added 41.61%
37,583 $1.89 Million
Q4 2023

Mar 19, 2024
BUY
$50.21 - $50.49 $852,917 - $857,673
16,987 Added 177.82%
26,540 $1.33 Million
Q3 2023

Oct 18, 2023
BUY
$50.28 - $50.51 $480,324 - $482,522
9,553 New
9,553 $480,000

Others Institutions Holding USFR

# of Institutions
530
Shares Held
210M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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